4

Restore "publish link to SharePoint" functionality in Management Reporter

Functionality to publish links to Management Reporter financial reports directly to SharePoint during report generation is not implemented in Dynamics AX "7".

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1 Comments

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Category: Financial reporting (141)

STATUS DETAILS
Completed
Ideas Administrator

The ability to publish to SharePoint was added in the July 2017 release of Dynamics 365 for Finance and Operations, Enterprise edition. Please review the What's new section of Roadmap.dynamics.com.    https://roadmap.dynamics.com/#status=3a708a86-ae97-e611-80df-c4346baceb68#application=049f7cf6-2992-e611-80dc-c4346bac0910#area=f60fdbfd-2c92-e611-80dc-c4346bac0910

            

 

 

6

User restriction by dimension

If users with limited access could have restrictions applied by dimension code so they can view only what is permitted for them to have access to.

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1 Comments

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Category: Financial reporting (141)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

-          Are you referring solely to security in financial reporting by dimension?

Today reporting trees can be defined and used on reports to limit security based on any level of the reporting tree.

Sincerely,

Ryan Sandness,

Microsoft.


This functionality exists when you use the security on the reporting tree.

2

Currency translation of the Retained Earnings accounts for each year in Financial Reporting

There is a limitation with translation of the Retained Earnings account. Most users expect each year’s adjustment to RE to be translated at the rate that exists at the end of that given year. However the entire RE balance is translated at the rate that exists at the end of the most recen...

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0 Comments

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Category: Financial reporting (141)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature in preview with the 10.0.7 release. You can see some information in the release plans, otherwise formal documentation will be available on docs.microsoft.com in the next few weeks.

Please refer to the following link for more information:

https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-finance/retained-earnings-calculation-enhancements-financial-reporting-when-using-currency-translation

 

Sincerely,

Ryan Sandness

Microsoft.

 

 

  

 

1

Unit Name from Reporting Tree does not show in reports

Only the unit description from the reporting populates in the report. It would be incredibly helpful to have the option to show the unit name in addition to the unit description. A great example would be a cost center code and cost center description. Example From Reporting Tree: Unit Name: 10...

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1 Comments

Read more... 1 Comments

Category: Financial reporting (141)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

There was some existing functionality if you review the help documentation. We released an enhancement for this feature as part of the functionality around October 2018.

Please refer to the following link for more information:

 Search LCS Issue search for KB 4523854 –

AutoText for @UnitName and @UnitDesc does not show the expected results that are documented in the help for the Column Header

Sincerely,

Ryan Sandness,

Microsoft